Philip Marchese is a CFA, CFP-designated registered investment advisor, based in Doylestown, PA, with 23 years of industry experience.
Location
30 S. Pine Street Unit 2B, Doylestown, PA, 18901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip owns rental real estate property and dedicates minimal time to it. He also works full-time as COO for Automation Distribution Inc and MDCI Automation, and spends a significant amount of time providing investment advisory services through Kestra Advisory Services LLC and registered rep activities through Kestra Investment Services, LLC using a DBA name.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations11 states
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